Financial Planners Ooltewah TN

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Jim Tarvin
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Don VanLandingham
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Ms. Dawn M. Crough, CFP®
(423) 424-3340
6111 Shallowford Rd Ste 101
Chattanooga, TN
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Women's Finances

Data Provided by:
Mr. Jeffrey M Turner, CFP®
(423) 702-8947
7213 Noah Reid Rd Ste 102
Chattanooga, TN
Firm
Capital Financial Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Legal Professionals

Data Provided by:
Mr. James C. Tarvin, CFP®
(423) 510-0409
6151 Shallowford Rd. Ste. 102
Chattanooga, TN
Firm
Guardian Wealth Management
Areas of Specialization
Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
David Hodges
Integra Wealth, LLC
(423) 664-0344
871 McCallie Avenue
Chattanooga, TN
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning, Retirement Planning & Distribution Rules, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Dennis K. Wolfe, CFP®
(423) 510-8889
1200 Premier Drive
Chattanooga, TN
Firm
Raymond James Financial Servic

Data Provided by:
Mr. Richard L Cox Sr., CFP®
(423) 894-3882
6031 Shallowford Road
Chattanooga, TN
Firm
Cox Wealth Management, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. I. Alan Johnston, CFP®
(423) 648-4400
1210 Premier Dr
Chattanooga, TN
Firm
Ameriprise Financial

Data Provided by:
Mr. William D. Stuart, CFP®
(423) 648-4400
1210 Premier Dr
Chattanooga, TN
Firm
Ameriprise Financial

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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